Gateway Capital Management

Overview

Gateway Capital Management is an owner-operated limited liability company that functions as an independent registered investment adviser and capital allocator to both individual/family and institutional clients. The firm offers discretionary portfolio management and financial planning alongside advisory services that include selecting third‑party managers. Its business activities include accounting, and its fee arrangements combine percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity tilts toward pooled public funds as the core sleeve for client portfolios, while the firm supplements those exposures with allocations to external alternative managers. Gateway Capital Management runs most mandates on a discretionary basis and appears to favor outsourced manager relationships rather than concentrated single-stock strategies, using third-party funds to access specialized credit, real estate and hedge strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices